help in setting up vault entries

I am new user. I have my Vault Password ok. I can open my vault. I have opened a login tab. I have entered my Bank name. what else do I enter in this box? where do I enter my Bank Customer Number and access code.


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Comments

  • Hi @antiseaweed,

    If you're entering a bank account, you should be using the Bank Account item (Add New Item > Wallet > Bank Account item) which has most of the common fields, including your customer number and access code.

    These are not the type of values you provide to log into your site, which is what the Logins is for. For your bank site, you create a separate item, this time a Login item, and enter the username, password and the URL for the site.

    We suggest skimming through our user guide here if you haven't gotten a chance yet.

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